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AP Invoice - Amazon Invoices auto-fill fields

We purchase from Amazon using a company account. We use 4 customisable fields on our checkout page which are compulsory and these then appear on the invoice that is sent to our AP Inbox (see yellow highlight on attached invoice). Can iFinance use ...
Guest about 1 year ago in IRIS Ed:gen & iSAMS / iFinance 2 Awaiting Review

Two authorisers on a bulk payment

Our controls are that we need to people to authorise a bulk payment and currently have to print the report for the second authoriser to sign.
Guest over 2 years ago in IRIS Ed:gen & iSAMS / iFinance 1 Good Feature

To be able to add Unallocated transactions in the purchase ledger column/grid

Currently this is implemented on the sales ledger and it would be extremely good function to have on the purchase ledger as well.
Guest over 2 years ago in IRIS Ed:gen & iSAMS / iFinance 4 Good Feature

Item Credit Notes Should be Able to Be Sent for Approval using the new Workflow

Item Purchase Credit Memos are now not sent for Approval when the new workflow is implemented. The budget holder is now not aware when a credit is received. It would be good if the functionality is improved in this area.
Guest over 1 year ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

Increase Character Limit in Lodgement Number

The 50 character limit is too restrictive where transactions are coming from a live bank feed. Banks will not change their format.
Guest over 1 year ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

Parents' Evening Reporting

Raising on behalf of George Spencer Academy who are a large school with over 100 teachers. They would like to be able to limit permissions for teachers to be able to generate reports and view their own parents' evening appointments only.
Sarah Gwinnell almost 3 years ago in IRIS Parentmail 0

Removal of Analysis Code requirement on Item Invoice/AP Inbox

When posting invoices through Item Invoicing and AP Inbox it forces the need for an analysis code. In instances where something is going to a control account (overseas trips or collections for example) we don't need these. Please could the analysi...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

Restrictions required for inactive ledger accounts

Can we please put restrictions for inactive ledger accounts. The system currently allows an active ledger account to be put as inactive when it has a balance on the account. The system also allows postings from iSAMS to inactive billing accounts w...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review

Add School Name and other details to statements for club bookings

Raised by Jessica Kramer at Fosse Way Academy. Would like the statements parents can access for breakfast and after school club bookings to contain the school name, logo and Ofsted number, or the option to personalise the statements. Parents claim...
Viv Farnsworth almost 3 years ago in IRIS Parentmail 1 In Discovery

Adding additional lines to delivered orders when posting an invoice.

If there is a pence discrepancy between invoice and purchase order, i am not able to adjust the order. Few months ago i was able to add another line to adjust the posting to required amount, and now I am not. Could you please make it possible agai...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / iFinance 1 Awaiting Review